Account Administrators have the option to update the company account details when logged into their ExpenseIn account via the web portal.
How to manage your company account details
1. Click the Account Name > Account Details.
Note: If you have linked accounts, you can click Switch Account from the drop-down and select your linked account from the Switch to: drop-down.
2. In the Account Details section, click the Edit button.
3. Make your changes as required; you can update your Company Name, Business Telephone Number, Tax Year and Financial Year Start Dates and Default Reporting Period.
Note:
The Default Reporting Period is used to determine the expense information displayed to users on their My Expenses dashboard. If your company has a different Financial Year to the Calendar Year (Jan-Dec), you can change the default reporting period to Financial Year instead.
For Irish customers that need to adhere to Enhanced Revenue Reporting (set by Ireland Revenue), an additional feed is available to complete. For additional support in configuring your setup for ERR, please refer to this Help Article.
4. Click Update.